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18 changes: 9 additions & 9 deletions docs/index.md
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Expand Up @@ -33,23 +33,23 @@ Yes, you will. That's exactly what the local survey will allow you to do!

#### Can I have separate city and region censuses for my country?

Yes. For example, for the United States you might want a census for cities and a census for the states, as both cities and states are releasing open data.
Yes. For example, for the United States you might want a census for cities and a census for the states, as both cities and states are releasing open data. However, you will need a dedicated instance for each, since comparing them in one instance is not supported in the current version of the Survey.

#### Can I customize the list of datasets that are surveyed?

Yes, you can. The list of datasets is fully customizable. If you want to add more datasets or change the list of datasets for your local census, you can, just [contact us][contact-us].
Yes, you can. The list of datasets is fully customizable. If you want to add more datasets or change the list of datasets for your local census, you can, just edit the backend spreadsheet. Be aware that the more datasets you add, the more screen space required for them and the more bulky your survey entries might look. Check the [site-admins][site-admins] section for more specific information.

#### Can I configure basic information (e.g. site name and title)?

Yes, most of the basic census site information is configurable in an easy way.
Yes, most of the basic census site information is configurable in an easy way. Check the [site-admins](/site-admins) section for more specific information.

#### Can I run a local Census across multiple countries?

Yes, that's possible – though we encourage people to focus on cities or regions within one country.
Yes, that's possible – though we encourage people to focus on cities or regions within one country. If you want to learn about the state of open data in countries, we recommend you check the [Open Data Index][open-data-index].

#### Where can I find the list of all local censuses?

We're working on this! You can take a look at the archive if you want.
You can find it in the list of [local census instances](!includes/local_census_instances.md!). There you will find the archives and active censuses around the world.

#### Where will the Census be located Online?
Its URL will be {census-name}.survey.okfn.org. It is possible to customize this if you need the census at your URL.
Expand All @@ -58,7 +58,7 @@ Its URL will be {census-name}.survey.okfn.org. It is possible to customize this

#### How did this come about?

One thing clear from last year's efforts was that people wanted to be able to customise the Census. The Local Census has been quick to set up, as it re-uses the tools we designed for the original Open Data Census. We can help you get a Topical or Local Open Data Census set up quickly and easily, and you can select what datasets you want to survey for your Census too.
One thing clear from last year's efforts was that people wanted to be able to customise the Census. The Local Census has been quick to set up, as it re-uses the tools we designed for the original Open Data Index. We can help you get a Topical or Local Open Data Census set up quickly and easily, and you can select what datasets you want to survey for your survey too.

Local data is often the most relevant to citizens on a daily basis – be it rubbish collection times, local tax rates or zoning information. However, at the moment it's difficult to know which key local datasets are openly available and where. You can help change that!

Expand All @@ -80,7 +80,7 @@ This site and the Open Data Census platform is run by [Open Knowledge Internatio

#### This is great! Can I make a donation?

The Open Knowledge International is a non-profit and we appreciate any and all donations. Support the running of censuses by donating now via Paypal!
Open Knowledge International is a non-profit and we appreciate any and all donations. Support the running of censuses by donating now via Paypal!

<form action="https://www.paypal.com/cgi-bin/webscr" method="post">
<input type="hidden" name="cmd" value="_s-xclick" />
Expand All @@ -89,9 +89,9 @@ The Open Knowledge International is a non-profit and we appreciate any and all d
<img alt="" border="0" src="https://www.paypalobjects.com/en_GB/i/scr/pixel.gif" width="1" height="1" />
</form>

#### Can I reuse the Census platform myself?
#### Can I reuse the Survey platform myself?

Yes! Because the Census is built with open source tools, you can of course help improve the Census and if you prefer to host your own version, you can do that too.
Yes! Because the Survey is built with open source tools, you can of course help improve the Census and if you prefer to host your own version, you can do that too.

If you'd like to use these tools to run your own census, perhaps focusing on different datasets or a particular region or topic, [we'd love to hear from you][contact-us].

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57 changes: 35 additions & 22 deletions docs/site-admins/index.md
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@@ -1,19 +1,19 @@
# Site Admin Documentation

This is a short introduction to how to administer an Open Data Census.
This is a short introduction on how to administer an Open Data Survey.

Note: it assumes that a census instance has been booted for you (and is __not__ about the technical side of deploying a census instance)
Note: it assumes that a survey instance has been booted for you (and is __not__ about the technical side of deploying a survey instance)

## Table of contents

[TOC]

## Overview of How a Census is Structured
## Overview of How a Survey is Structured

A Census is a survey built around 4 axes:

* Place – e.g. a country or a city
* Dataset – e.g. Timetable
* Place – e.g. a country, a city or a region
* Dataset – e.g. Budget
* Question – a specific question we ask about each dataset (e.g. "does it exist", "is it machine readable")
* Time – usually a year

Expand All @@ -28,35 +28,47 @@ When a `Submission` has been reviewed and deemed accurate it becomes an `Entry`
#### New submissions

* Contributors visit the `/submit/` page to make a new `Submission`
* This `Submission` is now queued awaiting review by a reviewer (see next item for details of what that will mean)
* The `approve_first_submission` config variable can be set to TRUE in order to approve the first submission for a place/dataset/year automatically, without review.
* Reviewers can be set in three places:
* In the config sheet, where the reviewers can review all data for the instance
* In the datasets sheet, where the reviewers can review all data for a particular dataset
* In the places sheet, where the reviewers can review all data for a particular place
* Contributors can also click on the `+` icon of a dataset

![census-submit](/files/survey-add.png)

* This `Submission` is now queued awaiting review by a reviewer (see next item for details on what that means). You can see a submission is waiting for review because the `+`sign becomes a `1`, and the number also appears on the top right corner of the icon.

![census-submit](/files/survey-rev.png)


###### Note

* The `approve_first_submission` config variable can be set to TRUE in order to approve the first submission for a place/dataset/year automatically, without review.
* **Reviewers can be set in three places:**
* In the **config sheet**, where the reviewers can review all data for the instance
* In the **datasets sheet**, where the reviewers can review all data for a particular dataset
* In the **places sheet**, where the reviewers can review all data for a particular place

#### Reviewing a submission

* A reviewer visits the place page for a given place (e.g. `/place/gb`) – normally they will do this via the front page
* A reviewer clicks on the "View Submission" button next to a pending submission:

![census-review](/files/census-review.png)
![census-submit](/files/survey-rev.png)

* A reviewer visits the review page for a submission
* You must be logged in to review
* You must be an authorized reviewer to review (see `reviewers` config option below)
* The reviewer reviews or rejects the submission
* If approved the submission will now become the "entry" for that place and show up in the overview and elsewhere
* If rejected the submission will be marked as rejected and will no longer show up
* If approved the submission will now become the "entry" for that place and show up in the overview and elsewhere
* If rejected the submission will be marked as rejected and will no longer show up

###### Note
* You must be logged in to review
* You must be an authorized reviewer to review (see `reviewers` config option below)

### Configuration

Each Census **site** is configured via Google Spreadsheets. Each spreadsheet must be "public on the web" **and** "published to the web" (see Google Spreadsheets for details on how to ensure this).
Each Survey **site** is configured via Google Spreadsheets. Each spreadsheet must be "public on the web" **and** "published to the web" (see Google Spreadsheets for details on how to ensure this).

We can divide the configuration required for a **site** into two types:

* **'Site config'** – the fundamental configuration for a site, such as the title, plus links to the other config sheets required (e.g.: places, datasets and questions)
* **'Census config'** – the list of Places, Datasets and Questions to use for this census. The site config contains pointers to where to find these.
* **'Survey config'** – the list of Places, Datasets and Questions to use for this census. The site config contains pointers to where to find these.

Both types of configuration should be stored in publicly accessible Google spreadsheets (one file for app config and one each for places, datasets and question sets).

Expand All @@ -68,7 +80,7 @@ The Site config options (the first sheet in that spreadsheet) are documented in

## How-tos

### Configuring your Census
### Configure your Census

For the Census to work properly you need to do some initial basic configuration:

Expand All @@ -77,9 +89,9 @@ For the Census to work properly you need to do some initial basic configuration:

Next steps:

* If you want reviewing to work you will need to configure the list of reviewers – see instructions below
* If you want reviews to work you will need to configure a list of reviewers – see instructions below

Extras – set additional content e.g.
####Extras – set additional content

* Add a logo – `navbar_logo` config variable
* Some short text on the front page – 3-4 sentences about what this is – `overview_page` config variable
Expand All @@ -92,6 +104,7 @@ Extras – set additional content e.g.
* The id column should only have lowercase ASCII alphanumeric characters and '-'. For example:
* OK: 'sanfrancisco' or 'san-francisco'
* Not OK: 'san francisco' (space) or 'SanFrancisco' (uppercase) or 'München' (non-Ascii character)
* The slug column should only have lowercase ASCII alphanumeric characters and '-'.
* The Name column can have any characters you like (including non-ASCII)

__Remember to reload the config once you have finished to have your new list of Places show up in the app.__
Expand Down Expand Up @@ -122,7 +135,7 @@ To have your site presented in a given language you need to:
* Make sure the relevant content is translated (if not already done, you'll need to do it) – instructions in next sections
* Configure your Census site so that a particular language is shown – see the locales config option in the config options section below

#### Translating Questions
#### Translating Questions (deprecated)

To translate the primary language:

Expand Down

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